Overview
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Prerequisites
Familiarity of business applications and the desire to customize and implement them for your business.
Who Should Attend?
A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Course Outline
- Set up and configure the application
- Use customization options
- Set up security roles
- Check your knowledge
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lab – Work with Dynamics 365 leads
- Lead data management tools
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Lab – Manage opportunities in Dynamics 365
- Introduction to Sales Insights
- Assistant cards
- Auto capture
- Email engagement
- Manage relationship health
- Work with artificial intelligence features
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Exercise – Set up the product catalog
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Exercise – Sales order processing lifecycle
- Sales accelerator
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Sales Navigator
- Exercise – Manage relationships with playbooks and Sales Insights
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
- Lab – Analyze data
- Defining individual goals
- Parent and child goals
- Exercise – Measuring customer success using goals
- Fiscal year settings
- Goal metrics
- Exercise – Defining goal metrics
